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Sponsor portfolio

KINSEY INTERESTS, INC.

EIN 72-0645339-oil & energy-Latest filing 2025
Plans
3
Retirement
3
$11.7M assets
Welfare
0
Participants
45
2014 PROVENANCE PLACE BLVD, SUITE 200 - SHREVEPORT, LA 71106318-222-7173LinkedIn11-50 employeesoil & energy
Plans on this EIN
3 filings
#001TraditionalDB-$4.8M - 12 part#002401k-$4.0M - 15 part#003CashBalance-$2.9M - 18 part

Retirement portfolio analytics

3 plans aggregated / $11.7M assets / 45 participants

Assets by plan

Share of aggregate retirement assets

41%top
  • EMPLOYEE RETIREMENT PLAN (#001)41%
  • PLAN AND TRUST (#002)35%
  • CASH BALANCE PLAN (#003)25%
Total $11.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#003)18
  • PLAN AND TRUST (#002)15
  • EMPLOYEE RETIREMENT PLAN (#001)12
Total 45Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KINSEY INTERESTS, INC. EMPLOYEE RETIREMENT PLAN

TraditionalDB

Assets$4.8M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

KINSEY INTERESTS, INC. 401(K) PLAN AND TRUST

401k

Assets$4.0M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

KINSEY INTERESTS, INC. CASH BALANCE PLAN

CashBalance

Assets$2.9M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001KINSEY INTERESTS, INC. EMPLOYEE RETIREMENT PLANTraditionalDB$4.8M122025
002KINSEY INTERESTS, INC. 401(K) PLAN AND TRUST401k$4.0M152025
003KINSEY INTERESTS, INC. CASH BALANCE PLANCashBalance$2.9M182025
Retirement plans
Welfare plans
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